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Illinois Tool Works
ITW

Overview Fund Activity

1,742 hedge funds and large institutions have $64.7B invested in Illinois Tool Works in 2023 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 508 increasing their positions, 663 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,742
Holders Change
+126
Holders Change %
+7.8%
% of All Funds
25.54%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.37%
New
234
Increased
508
Reduced
663
Closed
86
Calls
$153M
Puts
$120M
Net Calls
+$33.1M
Net Calls Change
-$3.97M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.22B
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$177M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$90.9M
4
Invesco
Invesco
Georgia
+$75.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$75M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$321M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$314M
3
First Trust Advisors
First Trust Advisors
Illinois
-$201M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$150M
5
Northern Trust
Northern Trust
Illinois
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMSA
1051
Patrick M. Sweeney & Associates
Illinois
$536K +$536K +2,046 New
ZB
1052
Zions Bancorporation
Utah
$534K -$282K -1,078 -35%
BLC
1053
Brown, Lisle/Cummings
Rhode Island
$533K – – –
HC
1054
Hara Capital
Washington
$533K +$533K +2,035 New
CWM
1055
Curi Wealth Management
North Carolina
$533K +$1.31K +5 +0.2%
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
$533K – – –
GWM
1057
Geneos Wealth Management
Colorado
$531K -$133K -506 -20%
MCM
1058
Monument Capital Management
Virginia
$530K -$33.3K -127 -6%
II
1059
Inspire Investing
Idaho
$528K +$26.2K +100 +5%
ERWM
1060
Elk River Wealth Management
Colorado
$527K – – –
WC
1061
Westhampton Capital
North Carolina
$524K – – –
PCMC
1062
Paragon Capital Management (Colorado)
Colorado
$524K – – –
HRC
1063
Hoertkorn Richard Charles
$524K – – –
LAM
1064
Lummis Asset Management
Texas
$524K +$524K +2,000 New
GRP
1065
Global Retirement Partners
California
$523K +$74.3K +293 +17%
AG
1066
AIA Group
Hong Kong
$522K +$522K +1,992 New
ME
1067
McIlrath & Eck
Washington
$521K -$1.57K -6 -0.3%
NBT
1068
Northwest Bank & Trust
Iowa
$520K +$520K +1,987 New
EM
1069
Excalibur Management
Massachusetts
$520K -$29.2K -111 -5%
STA
1070
Summit Trail Advisors
New York
$520K -$39K -148 -7%
GVAG
1071
Great Valley Advisor Group
Delaware
$520K -$371K -1,415 -42%
ACM
1072
Advisors Capital Management
New Jersey
$518K +$28.8K +110 +6%
CNB
1073
Camden National Bank
Maine
$518K -$4.45K -17 -0.9%
VT
1074
Vise Technologies
New York
$517K +$67.6K +258 +15%
WI
1075
Wedgewood Investors
Pennsylvania
$517K – – –
41 42
43
44 45